
Senior Financial Planning Specialist
12 hours ago
We are seeking an experienced and skilled Financial Planning Specialist to join our dynamic team of professionals.
About the Role- Deliver comprehensive financial planning advice to existing clients while taking on new clients as the business continues to grow
- Service a portfolio of clients with diverse financial needs, providing tailored solutions to meet their goals
- Work within established processes and streamlined systems, utilizing full back-office support to ensure efficient service delivery
- Contribute to the collaborative culture that drives our group's continued success and growth
- You have a proven track record of delivering high-quality financial planning advice
- You possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients
- You have at least 2 years of experience as a Financial Adviser, with higher education requirements satisfied under FASEA
- You are committed to ongoing professional development, staying up-to-date with industry developments and best practices
- On-target earnings of $200,000+
- Relocation assistance for the right candidate
- Flexible work arrangements, including the option to finish early on Fridays
- An established client base with opportunities for growth and development
- Full back-office support and modern systems to enhance your productivity
- A collaborative and supportive team environment, focused on collaboration and mutual respect
Our organization is dedicated to providing exceptional service to our clients, and we seek like-minded individuals who share our commitment to excellence.
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